+521.8%
NOW vs AEHR
+2,129.8%
-1,608.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +10.4% | -7.3% | +2.5% |
| 7D | -5.6% | +8.1% | -13.7% | -6.1% |
| 30D | -26.8% | -15.9% | -10.9% | -26.4% |
| 3M | -19.4% | -43.9% | +24.4% | -17.7% |
| 6M | +12.3% | -37.1% | +49.4% | +11.2% |
| YTD | -32.9% | +225.8% | -258.7% | -44.0% |
| 1Y | -40.3% | +184.0% | -224.3% | -49.6% |
| 3Y | -19.1% | +168.5% | -187.5% | -36.9% |
| 5Y | -24.4% | +186.2% | -210.6% | -46.3% |
| 10Y | +521.8% | +2,078.1% | -1,556.3% | +245.0% |
| All | +521.8% | +2,129.8% | -1,608.0% | +245.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AEHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling